Valeo Financial Advisors’s iShares MSCI South Korea ETF EWY Stock Holding History

Valeo Financial Advisors’s Portfolio EWY Stock Details EWY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$276K	Buy	+1,368	New	+$241K	0.01%	646
2021 Q2	–	Sell	-30,583	Closed	-$2.74M	–	930
2021 Q1	$2.74M	Hold	30,583	–	–	0.13%	93
2020 Q4	$2.63M	Buy	30,583 +30,546	+82,557%	+$2.26M	0.14%	86
2020 Q3	$2K	Sell	37 -49	-57%	-$3.07K	﹤0.01%	1400
2020 Q2	$5K	Sell	86 -100	-54%	-$5.28K	﹤0.01%	1515
2020 Q1	$9K	Buy	186 +100	+116%	+$5.63K	﹤0.01%	1124
2019 Q4	$5K	Hold	86	–	–	﹤0.01%	1272
2019 Q3	$5K	Hold	86	–	–	﹤0.01%	1192
2019 Q2	$5K	Hold	86	–	–	﹤0.01%	1202
2019 Q1	$5K	Hold	86	–	–	﹤0.01%	1156
2018 Q4	$5K	Hold	86	–	–	﹤0.01%	1070
2018 Q3	$5K	Hold	86	–	–	﹤0.01%	1185
2018 Q2	$5K	Hold	86	–	–	﹤0.01%	1128
2018 Q1	$6K	Hold	86	–	–	﹤0.01%	1070
2017 Q4	$6K	Sell	86 -17	-17%	-$1.26K	﹤0.01%	960
2017 Q3	$7K	Buy	+103	New	+$7.08K	﹤0.01%	786

Other funds holding EWY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State of Tennessee, Department of Treasury Nashville, Tennessee $33.7B AUM 43.08% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Valeo Financial Advisors's EWY Position: Q2 2026 in Review

Valeo Financial Advisors opened a new position in iShares MSCI South Korea ETF (EWY) in Q2 2026: 1,368 shares worth $276K. The stake represents 0.01% of the portfolio and ranks #646 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in EWY as recently as Q1 2021.

Valeo Financial Advisors first reported a position in EWY in Q3 2017 and has held it in 16 quarters since. The position peaked at $2.74M in Q1 2021. 600 funds tracked by Wall St. Rank hold EWY as of Q2 2026.

Valeo Financial Advisors held 1,368 shares of iShares MSCI South Korea ETF worth $276K as of Q2 2026.
iShares MSCI South Korea ETF was a new Valeo Financial Advisors position in Q2 2026.
iShares MSCI South Korea ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #646 holding.
Valeo Financial Advisors first reported a position in iShares MSCI South Korea ETF in Q3 2017 and has held it in 16 quarters since.
Valeo Financial Advisors's iShares MSCI South Korea ETF position peaked at $2.74M in Q1 2021.
600 funds tracked by Wall St. Rank held iShares MSCI South Korea ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.